Orders - Overview

Created by Belinda Henry, Modified on Mon, Jul 10, 2023 at 5:28 PM by Belinda Henry

Orders - Overview

The Orders tab allows you to manage all of your Orders within the system. You can view a sortable, searchable list of all Orders, which you may also download via an Excel file.

This list gives you a history of all orders which may be important for your accounting purposes, managing metrics and goals for your team, planning business initiatives, and more.

Within the list of all orders, you can customize what information the system displays.

https://scribehow.com/shared/Orders__Overview__kuqe39ULTPi8aecjfbBe3g

Orders

Navigate to the "Orders" tab.

Order Status

Click on the "Order Status" dropdown. And you have the options to: View All, Pending, Completed, or Cancelled Orders.

Payment Mode

Click on the "Payment Mode" dropdown to have access to: All, Live Mode, or Test Mode orders.

Source Type

Click on the "Source Type" dropdown to have access to: All sources, Funnel, Website, or Invoice.

Order Date

Click the "From" field, and select an Order Date. This filter retrieves orders that were created on or after the specified date.

Order Date

Click the "To" field, and select an Order Date. This filter retrieves orders that were created on or before the specified date.

Search Bar

Search for a specific order. This can be done using Customer ID, Customer Name, Email Address, Order ID, Source ID, Source Name, Product ID, Product Name, Price ID, or Price Name.